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$NVIDIA (NVDA.US)$ Announced the Earnings Reports for the fourth quarter of the fiscal year 2025 (November-January) after the market close on February 26.The stock price fell slightly in after-hours trading.There was a moment when it rose nearly 2%, but then it fell again, ending about 1% lower.Despite lacking direction, it ended slightly lower.was due to,The 4Q results and 1Q revenue guidance exceeded market expectations.however,There is no surprise in the upside rate.(Slightly smaller than the past few quarters).、The gross profit margin for Q1 fell short of expectations.This is believed to be the reason.
● Key points of the Earnings Reports ●
1) Trends of the latest AI Semiconductors Blackwell
2) The Impact of DeepSeek
3) Export regulations on Semiconductors and revenue from China.
4) Regarding the decline in gross profit margin.
![]()
Digest of bullish and bearish materials.
●"Bullish" material
Results for the period from November to January (4Q)
・revenue: 78% increase compared to the same period last year39.331 billion dollars、Market Financial Estimatesof38.246 billion dollarsexceeding
・Adjusted EPS (net profit per share)An increase of 82% compared to the same period last year.$0.89.、Market Financial Estimatesof$0.84.exceeding
Guidance for the period from February to April (Q1)
・revenue：43 billion dollars (±2%)、Market Financial Estimatesof42.26 billionド...
● Key points of the Earnings Reports ●
1) Trends of the latest AI Semiconductors Blackwell
2) The Impact of DeepSeek
3) Export regulations on Semiconductors and revenue from China.
4) Regarding the decline in gross profit margin.
●"Bullish" material
Results for the period from November to January (4Q)
・revenue: 78% increase compared to the same period last year39.331 billion dollars、Market Financial Estimatesof38.246 billion dollarsexceeding
・Adjusted EPS (net profit per share)An increase of 82% compared to the same period last year.$0.89.、Market Financial Estimatesof$0.84.exceeding
Guidance for the period from February to April (Q1)
・revenue：43 billion dollars (±2%)、Market Financial Estimatesof42.26 billionド...
Translated
![[NVIDIA Earnings Summary] "The next wave is coming!" Blackwell remains strong. No need to worry about DeepSeek?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250227/web-1740636515909-n1JPAaFonl.png/thumb?area=105&is_public=true)
![[NVIDIA Earnings Summary] "The next wave is coming!" Blackwell remains strong. No need to worry about DeepSeek?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250227/web-1740635907010-bLPOL80P1C.png/thumb?area=105&is_public=true)
![[NVIDIA Earnings Summary] "The next wave is coming!" Blackwell remains strong. No need to worry about DeepSeek?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20250227/web-1740635932141-lQNAkhHYcC.png/thumb?area=105&is_public=true)
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大負けネコ(HYPER)
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$NVIDIA (NVDA.US)$
To add one more thing, stocks are not all about earnings reports. The fact that there was no downturn this time, despite usual crashes, is commendable.
Dekisugi-kun scored 100 points. He is ranked first in the class again. Although he may not be evaluated by others at that moment, it is an undeniable fact that everyone secretly acknowledges. It's common for Shohei Ohtani to hit home runs, but the envious gazes directed at him afterwards are proof of that.
This is like squid, which becomes more flavorful the more you chew it, and it should gradually influence stock prices. It has become the case that the previously heavy selling pressure is now leading to buying, and because the stock price didn't drop, I hope it gradually goes up past 150 and continues to rise unobtrusively.
If one only looks at the stock price and makes a hasty decision to sell because it hasn't risen as per the earnings report, they will lose sight of its true value. Therefore, while short-term investors may sell, it is temporary, as there are holders, both individual and institutional, who truly value it.
To add one more thing, stocks are not all about earnings reports. The fact that there was no downturn this time, despite usual crashes, is commendable.
Dekisugi-kun scored 100 points. He is ranked first in the class again. Although he may not be evaluated by others at that moment, it is an undeniable fact that everyone secretly acknowledges. It's common for Shohei Ohtani to hit home runs, but the envious gazes directed at him afterwards are proof of that.
This is like squid, which becomes more flavorful the more you chew it, and it should gradually influence stock prices. It has become the case that the previously heavy selling pressure is now leading to buying, and because the stock price didn't drop, I hope it gradually goes up past 150 and continues to rise unobtrusively.
If one only looks at the stock price and makes a hasty decision to sell because it hasn't risen as per the earnings report, they will lose sight of its true value. Therefore, while short-term investors may sell, it is temporary, as there are holders, both individual and institutional, who truly value it.
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大負けネコ(HYPER)
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$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
Due to the February anomaly, it would have been good to Buy on Tuesday this week, as NVDA's earnings increase would coincide with the market improvement in March. However, unfortunately, NVDA could not rise in its earnings report, and at the beginning of the week, it declined due to Trump tariffs. After that, the market is expected to gradually recover.
Therefore, I believe that the buying opportunity (bottom) for Semiconductors stocks heading into spring and summer is at the "close on March 3rd (Monday)."![]()
Due to the February anomaly, it would have been good to Buy on Tuesday this week, as NVDA's earnings increase would coincide with the market improvement in March. However, unfortunately, NVDA could not rise in its earnings report, and at the beginning of the week, it declined due to Trump tariffs. After that, the market is expected to gradually recover.
Therefore, I believe that the buying opportunity (bottom) for Semiconductors stocks heading into spring and summer is at the "close on March 3rd (Monday)."
Translated
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大負けネコ(HYPER)
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$NVIDIA (NVDA.US)$
As usual, is there any other earnings report that attracts this much attention every time? This time, once again, the future of the American stock market will be greatly influenced by NVDA's earnings report. It's a crucial moment. The Battle of Sekigahara that separates the world. However, it is already assumed that both the earnings report and guidance will exceed consensus. The issue is the degree of that and the market's reaction. The earnings report will be after the close on Wednesday. The forecast is
The earnings forecast for NVDA created in my study group.
The forecast was made during the study session on February 16, but in just 9 days, the consensus numbers have risen further (the consensus numbers in the table below are today's consensus). I think Jensen Huang really has a tough time having to beat this every time.
It's like running on a treadmill that never stops, and the speed is gradually increasing.
By the way, here are the recent Financial Estimates and results for Q3 2025. On this day, the stock rose by 0.53%.
What is shocking is that NVDA is expected to increase its revenue guidance by $4.5 billion in just one quarter.
Among the top American companies gathered in the S&P 500, one quarter of...
As usual, is there any other earnings report that attracts this much attention every time? This time, once again, the future of the American stock market will be greatly influenced by NVDA's earnings report. It's a crucial moment. The Battle of Sekigahara that separates the world. However, it is already assumed that both the earnings report and guidance will exceed consensus. The issue is the degree of that and the market's reaction. The earnings report will be after the close on Wednesday. The forecast is
The earnings forecast for NVDA created in my study group.
The forecast was made during the study session on February 16, but in just 9 days, the consensus numbers have risen further (the consensus numbers in the table below are today's consensus). I think Jensen Huang really has a tough time having to beat this every time.
It's like running on a treadmill that never stops, and the speed is gradually increasing.
By the way, here are the recent Financial Estimates and results for Q3 2025. On this day, the stock rose by 0.53%.
What is shocking is that NVDA is expected to increase its revenue guidance by $4.5 billion in just one quarter.
Among the top American companies gathered in the S&P 500, one quarter of...
Translated
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① This event is planned to be conducted as a premium live, so only users who have opened an account can view it. ② Open an account now and make a viewing reservation >> https://www.tcs-asp.net/alink?AC=C124039&LC=Moo1&SQ=0&isq=300
Translated
Growth in this sector is the key to the rise in stock prices!
Feb 27 20:00
Live 32
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$NVIDIA (NVDA.US)$ It is scheduled to hold the Earnings Call for the fourth quarter of the fiscal year 2025 on February 27, 2025 (Thursday) at 7:00 AM Japan time.
On January 27, NVIDIA's stock price fell by 17%, reducing the company's Market Cap by approximately 600 billion dollars. However, just three weeks later, the stock price sharply recovered, supported by strong demand in the AI Semiconductors market.
Currently, it has almost recovered from the losses due to the sharp decline of the DeepSeek shock.
This Earnings Report will be a material that could further boost the stock price.Will it be?The focus will be on how the latest Blackwell architecture chips will reflect in the company's performance.
Don't miss this live!
This presentation will bewill be delivered in subtitle translation format.Those who wish to watch, 'Reservation'please click the button.
◆Notes
The content of this live event is provided for the convenience of customers through a subtitle translation service. The subtitles are powered by Microsoft Azure and Amazon Translation...
On January 27, NVIDIA's stock price fell by 17%, reducing the company's Market Cap by approximately 600 billion dollars. However, just three weeks later, the stock price sharply recovered, supported by strong demand in the AI Semiconductors market.
Currently, it has almost recovered from the losses due to the sharp decline of the DeepSeek shock.
This Earnings Report will be a material that could further boost the stock price.Will it be?The focus will be on how the latest Blackwell architecture chips will reflect in the company's performance.
Don't miss this live!
This presentation will bewill be delivered in subtitle translation format.Those who wish to watch, 'Reservation'please click the button.
◆Notes
The content of this live event is provided for the convenience of customers through a subtitle translation service. The subtitles are powered by Microsoft Azure and Amazon Translation...
Translated
NVIDIA Fiscal Year 2025 Q4 Earnings Call (with Japanese subtitles)
Feb 27 06:00
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大負けネコ(HYPER)
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NINTENDO CO LTDAfter the market closed on February 4th, at 3:30 PM. Consolidated financial results for the third quarter of the fiscal year ending March 2025 (3Q).is planning to announce. The stock price has been rising since the end of the year due to expectations for the successor to the 'Switch,' reaching a record high on January 30th. As the 3rd quarter tends to be profit-driven by year-end shopping, confirming the strength of sales could contribute to improving momentum.
On the next business day after the earnings call announcement,Closing price of NINTENDO CO LTD stockWhat will it be? Please predict and vote on the closing price for the 5th.
【Compensation】![]()
● Divide 10,000 points among participants
By 3:30 PM on February 4th, please post your Financial Estimates for NINTENDO CO LTD.Please predict the Closing Price for February 5th, and choose from the following price ranges.If the actual closing price falls within the chosen price range, all users who voted for that price range will share 10,000 points.
If the actual closing price falls within the chosen price range, all users who voted for that price range will share 10,000 points.If the actual closing price falls within the chosen price range, all users who voted for that price range will share 10,000 points..
For example: If 50 people correctly predict the estimate, each can earn 200 points!
【Successful prediction challenge! 500 yen worth of Amazon gift card】![]()
Why not try challenging with a more accurate closing price estimate?
By 3:30 p.m. on February 4th, NINTENDO CO LTDClosing price on February 5thAs a SellSpecifically.Please make your financial estimates and post them in the comments section (e.g., ...
On the next business day after the earnings call announcement,Closing price of NINTENDO CO LTD stockWhat will it be? Please predict and vote on the closing price for the 5th.
【Compensation】
● Divide 10,000 points among participants
By 3:30 PM on February 4th, please post your Financial Estimates for NINTENDO CO LTD.Please predict the Closing Price for February 5th, and choose from the following price ranges.If the actual closing price falls within the chosen price range, all users who voted for that price range will share 10,000 points.
If the actual closing price falls within the chosen price range, all users who voted for that price range will share 10,000 points.If the actual closing price falls within the chosen price range, all users who voted for that price range will share 10,000 points..
For example: If 50 people correctly predict the estimate, each can earn 200 points!
【Successful prediction challenge! 500 yen worth of Amazon gift card】
Why not try challenging with a more accurate closing price estimate?
By 3:30 p.m. on February 4th, NINTENDO CO LTDClosing price on February 5thAs a SellSpecifically.Please make your financial estimates and post them in the comments section (e.g., ...
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